Journey Strategic Wealth LLC Purchases in Q4 2024

Journey Strategic Wealth LLC

  • $2.65 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XOM
Exxon Mobil Corp

Energy
4.94K
+ 31.65%
$105.51 - $125.37 $521K - $619K
20.6K $2.21M
COST
Costco Wholesale Corp

Consumer Defensive
310
+ 10.16%
$873.59 - $994.69 $271K - $308K
3.36K $3.08M
MUB
Ishares National Muni Bond ETF

ETFs
3.65K
+ 45.56%
$105.78 - $108.7 $386K - $397K
11.7K $1.24M
WDI
Western Asset Diversified Income Fund

ETFs
27.4K
+ 179.69%
$14.2 - $15.71 $388K - $430K
42.6K $604K
LNG
Cheniere Energy, Inc.

Energy
1.64K
New
$181.07 - $225.92 $297K - $371K
1.64K $352K
MPC
Marathon Petroleum Corp

Energy
2.76K
+ 192.52%
$131.65 - $174.84 $363K - $482K
4.19K $583K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
14.2K
+ 40.65%
$30.48 - $34.2 $433K - $486K
49.2K $1.5M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
16.1K
New
$20.98 - $21.19 $338K - $341K
16.1K $339K
ABBV
Abb Vie Inc.

Healthcare
2.67K
+ 37.85%
$164.99 - $203.87 $441K - $545K
9.73K $1.73M
FNDF
Schwab Fundamental Intl Large

ETFs
10.1K
New
$32.92 - $37.15 $332K - $374K
10.1K $334K
MCD
Mcdonalds Corp

Consumer Cyclical
1.33K
+ 29.02%
$288.47 - $316.54 $384K - $422K
5.92K $1.72M
AMAT
Applied Materials Inc

Technology
2.97K
+ 70.7%
$161.44 - $213.89 $479K - $634K
7.16K $1.16M
IYW
Ishares Dj Us Tech ETF

ETFs
1.78K
+ 46.22%
$148.14 - $166.23 $264K - $296K
5.63K $898K
MRVL
Marvell Technology, Inc.

Technology
2.83K
New
$70.31 - $124.78 $199K - $354K
2.83K $313K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.93K
+ 21.21%
$174.22 - $187.62 $336K - $362K
11K $1.93M
CSCO
Cisco Systems, Inc.

Technology
3.36K
+ 20.33%
$52.45 - $60.02 $176K - $202K
19.9K $1.18M
HRB
H&R Block Inc

Consumer Cyclical
5.55K
New
$52.14 - $63.36 $289K - $352K
5.55K $293K
IWS
Ishares Russell Midcap Value E

ETFs
2.25K
New
$128.08 - $140.32 $289K - $316K
2.25K $291K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
8.24K
+ 50.61%
$38.96 - $43.28 $321K - $357K
24.5K $965K
ETR
Entergy Corp

Utilities
3.72K
New
$73.19 - $156.4 $272K - $582K
3.72K $282K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
24.8K
New
$11.1 - $12.03 $276K - $299K
24.8K $280K
PCAR
Paccar Inc

Industrials
2.65K
New
$97.92 - $118.41 $260K - $314K
2.65K $275K
KRE
Spdr S&P Regional Banking ETF

ETFs
4.43K
New
$54.6 - $68.9 $242K - $305K
4.43K $267K
GTLS
Chart Industries Inc

Industrials
1.3K
New
$119.65 - $202.35 $155K - $262K
1.3K $247K
WFC
Wells Fargo & Company

Financial Services
62
+ 0.36%
$54.98 - $77.35 $3.41K - $4.8K
17.4K $1.22M
PIO
Invesco Exchange Traded Fd Tr

ETFs
6.24K
New
$39.06 - $42.96 $244K - $268K
6.24K $243K
DFS
Discover Financial Services

Financial Services
1.38K
New
$136.3 - $182.67 $188K - $251K
1.38K $238K
CRM
Salesforce, Inc.

Technology
54
+ 1.49%
$270.87 - $367.87 $14.6K - $19.9K
3.68K $1.23M
WSM
Williams Sonoma Inc

Consumer Cyclical
1.29K
New
$129.13 - $198.21 $166K - $255K
1.29K $237K
EQT
Eqt Corp

Energy
5.1K
New
$35.62 - $46.89 $182K - $239K
5.1K $235K
CVX
Chevron Corp

Energy
1.87K
+ 12.04%
$141.15 - $162.53 $264K - $304K
17.4K $2.52M
GM
General Motors CO

Consumer Cyclical
4.32K
New
$44.82 - $60.2 $194K - $260K
4.32K $230K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
697
+ 18.06%
$172.07 - $207.36 $120K - $145K
4.56K $899K
MA
Mastercard Inc

Financial Services
168
+ 3.91%
$491.3 - $536.15 $82.5K - $90.1K
4.47K $2.35M
BKNG
Booking Holdings Inc.

Consumer Cyclical
46
New
$4100.99 - $5300.34 $189K - $244K
46 $228K
TFC
Truist Financial Corp

Financial Services
5.11K
New
$41.51 - $48.1 $212K - $246K
5.11K $221K
WST
West Pharmaceutical Services Inc

Healthcare
674
New
$285.69 - $344.0 $193K - $232K
674 $220K
GEO
Geo Group Inc

Real Estate
7.88K
New
$12.83 - $29.2 $101K - $230K
7.88K $220K
PNFP
Pinnacle Financial Partners Inc

Financial Services
1.92K
New
$92.95 - $129.87 $178K - $249K
1.92K $219K
LYB
Lyondell Basell Industries N.V.

Basic Materials
3.55K
+ 168.62%
$72.97 - $96.75 $259K - $343K
5.65K $419K
PTF
Invesco Exchange Traded Fd Tr

ETFs
3K
New
$62.32 - $80.47 $187K - $241K
3K $217K
CADE
Cadence Bank

Financial Services
6.24K
New
$30.54 - $39.29 $191K - $245K
6.24K $215K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
2.76K
New
$77.43 - $89.47 $213K - $247K
2.76K $214K
AXON
Axon Enterprise, Inc.

Industrials
1
+ 0.09%
$399.22 - $689.78 $399 - $690
1.09K $647K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
4.46K
New
$47.26 - $48.18 $211K - $215K
4.46K $211K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
1.65K
New
$110.69 - $154.48 $183K - $255K
1.65K $210K
LAD
Lithia Motors Inc

Consumer Cyclical
580
New
$303.15 - $394.27 $176K - $229K
580 $207K
KLAC
Kla Corp

Technology
469
+ 76.51%
$614.46 - $829.55 $288K - $389K
1.08K $681K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.24K
+ 25.93%
$183.23 - $199.79 $227K - $247K
6.01K $1.11M
Activity Summary
Buys All Purchases 268 New Holdings 50 Increased Positions 218 Sells All Sells 189 Reductions 189 Sold out 0 Options Calls 0 Puts 0
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